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# ![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::990770740055199744.png) @TeddyGambino Teddy “Trican-Jesus” Gambino

Teddy “Trican-Jesus” Gambino posts on X about $jef, $fang, $lbrt, $dxy the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::990770740055199744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +112%
- X Months XXXXXXX +31%
- X Year XXXXXXXXX +50%

### Mentions: XX [#](/creator/twitter::990770740055199744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:posts_active.svg)

- X Week XXX no change
- X Month XXX +21%
- X Months XXXXX +44%
- X Year XXXXX +45%

### Followers: XXXXX [#](/creator/twitter::990770740055199744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:followers.svg)

- X Week XXXXX +0.78%
- X Month XXXXX +2.40%
- X Months XXXXX +12%
- X Year XXXXX +32%

### CreatorRank: XXXXXXX [#](/creator/twitter::990770740055199744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::990770740055199744/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$jef](/topic/$jef) 3.14%, [$fang](/topic/$fang) #12, [$lbrt](/topic/$lbrt) 1.89%, [$dxy](/topic/$dxy) #7, [$exe](/topic/$exe) #8, [$eog](/topic/$eog) 1.89%, [$hal](/topic/$hal) #19, [debt](/topic/debt) #2261, [$ctra](/topic/$ctra) #9, [fed](/topic/fed) #1358

**Top accounts mentioned or mentioned by**
[@rytetz29](/creator/undefined) [@shaletier7](/creator/undefined) [@bigideascapital](/creator/undefined) [@ctrlopenbracket](/creator/undefined) [@booger42069](/creator/undefined) [@tsxman](/creator/undefined) [@cannyfuturist](/creator/undefined) [@citrini7](/creator/undefined) [@zvzzt](/creator/undefined) [@fuzzybe02910905](/creator/undefined) [@rakoraja](/creator/undefined) [@war527](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@cubedpermian](/creator/undefined) [@wolfofwalkerst](/creator/undefined) [@agentsteviep](/creator/undefined) [@zvzzt_](/creator/undefined) [@michael42414180](/creator/undefined) [@energycynic](/creator/undefined) [@rbl1973](/creator/undefined)

**Top assets mentioned**
[Jefferies Financial Group Inc. (JEF)](/topic/$jef) [FANG Token (FANG)](/topic/$fang) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Windoge98 (EXE)](/topic/$exe) [EOG Resources Inc (EOG)](/topic/$eog) [Halliburton Company (HAL)](/topic/$hal) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Exxon Mobil (XOM)](/topic/$xom) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Step Finance (STEP)](/topic/$step) [Copiosa Coin (COP2)](/topic/$cop) [Convex Finance (CVX)](/topic/$cvx) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Element Solutions Inc. (ESI)](/topic/$esi) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [SM Energy Company (SM)](/topic/$sm) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Diamondback Energy Inc (FANG)](/topic/diamondback-energy-inc) [Hess Corp. (HES)](/topic/$hes)
### Top Social Posts [#](/creator/twitter::990770740055199744/posts)
---
Top posts by engagements in the last XX hours

"$LBRT Liberty fracs for larger E+Ps LT contracted. On call said capex held up thru H1 BUT levels dipped in Q3 to levels not able to sustain oil production of H1-top shelf operators. Based on my checks Smids/pvts saw degradation in H1 worse by pvts"  
[X Link](https://x.com/TeddyGambino/status/1979294782691381588) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:13Z 4766 followers, 2751 engagements


"Q3 all E+Ps feeling the pain will only worsen as Q4 hedges roll off. Combo of capex-div-buyback cuts are coming 2026 capex cuts for some will be extraordinary. How do $XOM $CVX $COP $FANG react If Enervous correct Mewbourne out of Tier X early 2026"  
[X Link](https://x.com/TeddyGambino/status/1979295723356328305) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:17Z 4766 followers, XXX engagements


"All going according to plan global fiat debasement is being expressed 1st thru PMs. Much weaker $DXY is on the cusp we have by far worse bal sheet-deficit rel X GDP. When dollar finally cracks oil will begin its move much higher. Patience"  
[X Link](https://x.com/TeddyGambino/status/1980381090826338380) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:10Z 4766 followers, 7113 engagements


"@Rytetz29 I did a lot of work past weekend on natty $EXE is going to have an epic run. Perfectly positioned $TOU up north. Im long ideas short $"  
[X Link](https://x.com/TeddyGambino/status/1980387943425667125) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:37Z 4766 followers, XXX engagements


"Im going over stick to the plan believe in the LT thesis. Fuck the bullshit"  
[X Link](https://x.com/TeddyGambino/status/1980409542702686271) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T23:03Z 4766 followers, XXX engagements


"Coterra Energy and Halliburton Launch First Fully Automated Hydraulic Fracturing Program - Business Wire Mom+pop/dinky PE backed COs are dead men walking. Zombies"  
[X Link](https://x.com/TeddyGambino/status/1876378801053073718) [@TeddyGambino](/creator/x/TeddyGambino) 2025-01-06T21:22Z 4766 followers, XXX engagements


"Now we get consolidation7 Frac cos now i doubt BJ survives possible X by YE. H2 optimism about Canada LNG phase X Ksi LNG possible other projects pipelines"  
[X Link](https://x.com/TeddyGambino/status/1940825415603704175) [@TeddyGambino](/creator/x/TeddyGambino) 2025-07-03T17:30Z 4766 followers, XXX engagements


"$EOG Heave V into the bell over V XX% above ADV green stock on a red energy tape"  
[X Link](https://x.com/TeddyGambino/status/1976393914438517071) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T21:06Z 4766 followers, XXX engagements


"$HAL 2026 XX% capex cut wow"  
[X Link](https://x.com/TeddyGambino/status/1980692731455582496) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T17:48Z 4766 followers, 3743 engagements


"@ZVZZT_ @Booger42069 Auto loans are 1.7T recent recover rates on repod autos around XX% of carry value. Caravana + Carmax reportedly have eased off repos dont want to book the realized losses. Housing inventories are ripping worse in the former hot states like FL TX TN"  
[X Link](https://x.com/TeddyGambino/status/1976999556035624972) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-11T13:13Z 4766 followers, XXX engagements


"@FuzzyBe02910905 Exactly added a small amount of debt to acquire IH. No need to use ncib above X cad. Im expecting either Q3 or more likely Q4 ER to get a tweaking of ROC plan. Off topic $SHLE debt under 100m by YE redic low valuation buying back stock aggressive. GMs mid 20s"  
[X Link](https://x.com/TeddyGambino/status/1978903486894055897) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T19:18Z 4766 followers, XXX engagements


"@FuzzyBe02910905 Trican should take a serious look at $SHLE next year. Already have a JV"  
[X Link](https://x.com/TeddyGambino/status/1978903668373037381) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T19:19Z 4766 followers, XX engagements


"If $XOM made a $XXX all stock bid for $FANG dont see any scenario they would accept in this oil price environment. Could trigger host of other deals. 1997-2003 saw huge deal wave during shit oil prices"  
[X Link](https://x.com/TeddyGambino/status/1979296224667701282) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:19Z 4766 followers, XXX engagements


"@Agent_StevieP Plaq LNG got FERC approval to bring on last mod Golden Pass LNG starts drawing next month Azul LNG not far behinda bit of a real winter blast off time for both"  
[X Link](https://x.com/TeddyGambino/status/1980729462648897600) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T20:14Z 4766 followers, XXX engagements


"$WES buying $ARIS"  
[X Link](https://x.com/TeddyGambino/status/1953195312543072618) [@TeddyGambino](/creator/x/TeddyGambino) 2025-08-06T20:43Z 4761 followers, XXX engagements


"New Mexico Stare website - June oil production remains 2.126M - June EIA-914 @ 2.239m Feds overestimate by 113K=5% if they are blowing it in NM their TX est model likely off by a similar % if not more. Sheep keep believing were at ATH oil production"  
[X Link](https://x.com/TeddyGambino/status/1966490771051208827) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-12T13:15Z 4756 followers, 2795 engagements


"$EOG Ruh-Ro their Permian div might be in worse shape than most thought. 18m left of tier X We shall see"  
[X Link](https://x.com/TeddyGambino/status/1970276962036847041) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-23T00:00Z 4757 followers, 29.1K engagements


"@tsxman Too many Ensign anchor investors whod probably block it but buying $ESI would be a boss move"  
[X Link](https://x.com/TeddyGambino/status/1974192474685124823) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-03T19:18Z 4766 followers, XXX engagements


"$CTRA 2X ADV $MTDR Bout XX% above ADV Might one of these be the $CIVI buyer P"  
[X Link](https://x.com/TeddyGambino/status/1976034749589459034) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-08T21:19Z 4765 followers, XXX engagements


"@Booger42069 Yup $CTRA-$MTDR-$PR are all starving for more Permian rock as the pvt mkt family+PE backed cos have already sold or no interest in. Big vol yest on Coterra. $CIVI prob prefer $SM deal we shall see"  
[X Link](https://x.com/TeddyGambino/status/1976308359512137762) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T15:26Z 4766 followers, XXX engagements


"@jimcramer Yo Jimbo Can you give us the all clear on $JEF #cramerdeathkiss"  
[X Link](https://x.com/TeddyGambino/status/1976359249862386111) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T18:48Z 4756 followers, XXX engagements


"Tricolor 1st Brands are top of the credit iceberg banks/brokets start Q3 next week. Watch for increases in loan loss reserves ABS talk CC book performance"  
[X Link](https://x.com/TeddyGambino/status/1976749610455695658) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-10T20:40Z 4756 followers, XXX engagements


"$JEF continues to implode pvt credit excesses about to be exposed"  
[X Link](https://x.com/TeddyGambino/status/1976749925309296966) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-10T20:41Z 4756 followers, XXX engagements


"@Booger42069 Job losses outside of his current Fed cuts have been reality since neg NFP print in June. The cycle has peaked and rolled his actions just making it worse. His Fed cuts from Feb-May will show up in Sept-Dec data. Trump doesnt control the eco cycle"  
[X Link](https://x.com/TeddyGambino/status/1976779258417864781) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-10T22:37Z 4756 followers, XXX engagements


"@Booger42069 Tricolor + 1st Brands are tip of the iceberg easy $ standards for 10yrs will come back to bite the economy in the ass. $JEF may not survive others set to take a beating"  
[X Link](https://x.com/TeddyGambino/status/1976780351654801848) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-10T22:42Z 4756 followers, XXX engagements


"Lets not forget EIA began counting leased cond as oil during summer 2023 #s have been squrely ever since"  
[X Link](https://x.com/TeddyGambino/status/1978264129103110509) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-15T00:58Z 4762 followers, XXX engagements


"$JEF Cracks $50"  
[X Link](https://x.com/TeddyGambino/status/1978882939636105446) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T17:57Z 4764 followers, XXX engagements


"@cubedpermian No doubt ST pain on WTI $55-$50 plausible but not sustainable. Sharpe Fed rate cuts-shit eco data is going to blow $DXY down to XX by YE. Tech carry unwind is going to emasculate the crypto bros"  
[X Link](https://x.com/TeddyGambino/status/1978889442354921717) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T18:23Z 4764 followers, XXX engagements


"@Convertbond @calvinfroedge $JEF down over X% cant wait to see their Q"  
[X Link](https://x.com/TeddyGambino/status/1978898285415878732) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T18:58Z 4761 followers, XXX engagements


"Largely agree but the trajectory of the Cat X Hurricane isnt mega banks/brokers no $AIG/Fannie-Freddie to implode. RE both rez+commercial is going to get smoked. Risk spread around much wider"  
[X Link](https://x.com/TeddyGambino/status/1978929713469882484) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T21:03Z 4764 followers, 1253 engagements


"$LBRT Lower activity and underused fleets in todays frac mkts are driving pricing pressure primarily for conventional fleets. slowdown is faster equip attrition and fleet cannibal more constructive s/d bal of frac fleets in the future"  
[X Link](https://x.com/TeddyGambino/status/1978946856898969815) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T22:11Z 4758 followers, 2720 engagements


"$LBRT No longer Frac focused XX% CC focused on low margin power gen"  
[X Link](https://x.com/TeddyGambino/status/1979201315180810281) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T15:02Z 4758 followers, 2908 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket Aint about how much gas can be produced globally its about the US. XX bcf demand by YE 2030-mostly LNG but also AI-power+Mexico internal. That increases thru 2035 but thats largely academic as I can assure you when HH blows thru $XX US polis will restrict LNG exports"  
[X Link](https://x.com/TeddyGambino/status/1979616054167982409) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:30Z 4764 followers, 1108 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket 3yrs back basin bros got all lubed up about the W Hville. Yet no merger mania-why Maybe had something to do with $30M p/well-extreme heat/over pressured nightmare to Frac. HH will begin to price 2027 demand next year. Oil in. The shitter aint helping"  
[X Link](https://x.com/TeddyGambino/status/1979620097099546741) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:46Z 4762 followers, 1142 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket If so awesome wheres the merger mania Wheres the majors rolling in why cant Aethon complete their sale"  
[X Link](https://x.com/TeddyGambino/status/1979622577560797637) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:56Z 4756 followers, XXX engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket Are you familiar with $CRK How much are they making on the play"  
[X Link](https://x.com/TeddyGambino/status/1979624262383063042) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T19:02Z 4766 followers, 1277 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket Show me the data whos killing it in the W Hvile Why have the majors completely ignored it"  
[X Link](https://x.com/TeddyGambino/status/1979624840643346488) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T19:05Z 4761 followers, XXX engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket Get into the gym bud young and flabby will never be en vogue"  
[X Link](https://x.com/TeddyGambino/status/1979629573118779567) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T19:24Z 4758 followers, 1494 engagements


"@CouldBeMistaken @ShaleTier7 @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket All makes sense now this dude was part of that Resolute Res pump squad. Losers pitched it to me for an IPO allocation. Got to watch out for Canadian fraudsters these scum fucks have no soul"  
[X Link](https://x.com/TeddyGambino/status/1979687345663475804) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T23:13Z 4764 followers, 1157 engagements


"@CouldBeMistaken @ShaleTier7 @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Wow based on volley of DMs this chap not too popular. Apparently I errored in assuming any street experience. Our nepo babys daddy runs $FRU took a bath in Res Res. By all means sub to this childs sub. service"  
[X Link](https://x.com/TeddyGambino/status/1979735798007382508) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-19T02:26Z 4765 followers, 1106 engagements


"@ICBarrett @ctrlopenbracket Heard the same vigorous defense of the housing mkt circa 2006. Ill let the state data be my guide"  
[X Link](https://x.com/TeddyGambino/status/1980286794936807438) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T14:55Z 4766 followers, XXX engagements


"@ICBarrett @ctrlopenbracket Basin bros should sit this one out asking these guys about productions like asking a real estate broker in 2007 if they should buy a home. Their biases are of chart. Im long no oil futures derivatives not a drop conflicted. Let the data be the guide"  
[X Link](https://x.com/TeddyGambino/status/1980287451202511099) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T14:58Z 4766 followers, XXX engagements


"@orrdavid You happen to see $PXD deck from 2017 Their Permian wells had costs competitive to KSA @ around $X. However was about XX asterisks pointing you to footnotes"  
[X Link](https://x.com/TeddyGambino/status/1980432604517265837) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T00:35Z 4766 followers, XXX engagements


"$STEP Co agrees to deal vote in Dec. Arc locked up the pirates dunk shot. Next up is $CFW no deal to sell Arg by Dec I dont think they survive"  
[X Link](https://x.com/TeddyGambino/status/1979340647157977206) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T00:15Z 4766 followers, 2240 engagements


"$STEP Hopefully pvt by Xmass. Arc will be able to grow the biz bolt on and re-list during a more favorable energy climate"  
[X Link](https://x.com/TeddyGambino/status/1980288210828710037) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T15:01Z 4766 followers, XXX engagements


"Written by Chris Sandwith (Enverus Data Pulled 6-13-2024) EOG Resources Inc. (EOG) is one of the largest crude oil and natural gas exploration and production Source: Wright & Company Inc Shared via the Google app"  
[X Link](https://x.com/TeddyGambino/status/1901001493484105930) [@TeddyGambino](/creator/x/TeddyGambino) 2025-03-15T20:04Z 4766 followers, XXX engagements


"Viper Energy Inc. a Subsidiary of Diamondback Energy Inc. to Acquire Sitio Royalties Corp. in All-Equity Transaction; Increases Base Dividend - GlobeNewswire"  
[X Link](https://x.com/TeddyGambino/status/1929856663319703912) [@TeddyGambino](/creator/x/TeddyGambino) 2025-06-03T11:04Z 4766 followers, 1679 engagements


"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"  
[X Link](https://x.com/TeddyGambino/status/1937572823725408324) [@TeddyGambino](/creator/x/TeddyGambino) 2025-06-24T18:05Z 4766 followers, XXX engagements


"@FOYCInvest Exactly I read Hambones auto-bio loaded w/1/2 truths but boldly claimed all we need is less regs also said US conventional oil peak in 1970 wasnt bc of geology total clown show. $EOG prospecting in Bahrain + UAE says a lot"  
[X Link](https://x.com/TeddyGambino/status/1972335345363804352) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-28T16:19Z 4766 followers, XXX engagements


"@BigIdeasCapital Same was said about $PXD and $HES writing is on the wall energy most non-consolidated grp by a mile"  
[X Link](https://x.com/TeddyGambino/status/1972372881842864220) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-28T18:48Z 4766 followers, XXX engagements


"$CTRA Yest 2X ADV Today on track to easily eclipse"  
[X Link](https://x.com/TeddyGambino/status/1976359794572394955) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T18:51Z 4766 followers, XXX engagements


"@wolfofwalkerst If the statement were remotely true she should be happy to pay $FANG a fat premium to merge"  
[X Link](https://x.com/TeddyGambino/status/1978162956639547619) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-14T18:16Z 4766 followers, XX engagements


"@tsxman @WSB_redditor Im very confident in long Frac providers but also a huge oppy in gassy OFS. A co like $EXE is going to need to double production w/price realizations to prob triple. Gas curve is completely mispriced"  
[X Link](https://x.com/TeddyGambino/status/1979155597493670152) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T12:00Z 4766 followers, XXX engagements


"@QuestforYield A co like $EXE has oppy to triple based on production double + price realizations north of $7"  
[X Link](https://x.com/TeddyGambino/status/1979156021873393761) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T12:02Z 4766 followers, XX engagements


"@rakoraja Im convinced Liberty $HAL have zero interest in growing Frac divs rolling up the space. You are what you are Liberty trying to be all things to all investors doomed to fail"  
[X Link](https://x.com/TeddyGambino/status/1979209864350949471) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T15:36Z 4766 followers, XXX engagements


"@HalkingT Big diff now $FANG likely out of Tier X by 2028 if not sooner hedges roll off by YE. Stay indie $13B debt best rock gone 3yrs + pray higher oil by then I doubt it"  
[X Link](https://x.com/TeddyGambino/status/1979614886003966321) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:25Z 4766 followers, XX engagements


"@PermianExpat No doubt we have headwinds. Depends if opec keeps adding what becomes the monthly US oil decline rate. EIA using a model that doesnt catch turns not going to help in ST. A lot depends on FX $DXY cracks to low 90s very supportive for oil"  
[X Link](https://x.com/TeddyGambino/status/1980387137997709437) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:34Z 4766 followers, XXX engagements


"Nat gas only near term solution idiot retail masses bidding up nuke sector are buying the wrong lane. Should be long balls deep US gassy names which need to double production by 2030 at least"  
[X Link](https://x.com/TeddyGambino/status/1978068100407775497) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-14T11:59Z 4766 followers, 16.9K engagements


"Sounds familiar dont tell the EIA shills"  
[X Link](https://x.com/TeddyGambino/status/1980631837358624941) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T13:46Z 4766 followers, 2881 engagements


"@vcsgrizzfa2075 @tsxman Yes understand the PV # has 30d latency to it prob under XXX in real time. E+Ps blow their capex Nutz in Q3 shit WTI price going into YE/holidays. Sub XXX pretty easy"  
[X Link](https://x.com/TeddyGambino/status/1980694251290915264) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T17:54Z 4766 followers, XX engagements


"@vcsgrizzfa2075 @tsxman Listen to $HAL cc today continue stacking diesel + bi-fuel spreads into Q4. Not unique outside of LT Frac contracts spot mkt is going to shit. Bankruptcies coming to the privates"  
[X Link](https://x.com/TeddyGambino/status/1980695606525038776) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T18:00Z 4766 followers, XXX engagements


"@NewsFinOil Sure we can just need to pass a balanced budget then convince the FED to launch mother of all QE 300-400B p/m= cut debt by 4-5T p/year. Absolutely destroy the USD but tis no free lunch in finance"  
[X Link](https://x.com/TeddyGambino/status/1980728885177200942) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T20:12Z 4766 followers, XX engagements


"@Agent_StevieP @parisbiker Building out X hell of a base Im optimistic going into the Q"  
[X Link](https://x.com/TeddyGambino/status/1980743207534366840) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T21:09Z 4766 followers, XXX engagements


"Im going to break down and finally get a data analytic sub. Not as much concerned about individual well analytics but rather historicals on company production in each basin/sub basin. Doubt I need the Cadillac plan more like the Ford Escort. Any suggestions"  
[X Link](https://x.com/TeddyGambino/status/1980774902803165331) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T23:15Z 4766 followers, XXX engagements